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These are the Top Finance Companies in San Francisco (2021)

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This article showcases our top picks for the best San Francisco based Finance companies. These startups and companies are taking a variety of approaches to innovating the Finance industry, but are all exceptional startups and companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top San Francisco Finance Companies

Data sourced from Crunchbase and SemRush.

Indiegogo

Indiegogo

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IndieGoGo is a global crowdfunding platform that democratizes the way people raise funds for any project such as creative, entrepreneurial, or cause-related. The platform enables individuals and startups to generate pre-sales and collect feedback from early adopters before they manufacture their products.

Since its inception in 2008, Indiegogo has been offering related advice to individuals and startups that seek it and advising corporations on how to staff a team to create and manage a campaign effectively.. .

Credit Karma

Credit Karma

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Credit Karma is a personal finance company that’s focused on helping everyone make financial progress. Whether they’re interested in getting a better deal on a loan, looking for ways to save, or simply monitoring their credit, Credit Karma offers a range of tools and personalized recommendations designed to help them make the most of their money.

With more than 100 million members, Credit Karma helps people gain insight into their finances and credit information – and ultimately, improve their financial standing. Credit Karma was established in 2007 and is based in San Francisco, California..

SoFi

SoFi

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SoFi is a finance company that offers a range of lending and wealth management services. The company primarily caters to early-stage professionals and offers variable and fixed rate parent, personal, and MBA loans, mortgage refinancing, and more.

They create modern financial products and services that help people borrow, save, spend, invest, and protect their money better so that they can achieve financial independence and realize their ambitions from owning a home to saving for retirement, paying off their student loans, and more. It was founded in 2016 and is headquartered in San Francisco, California..

Carta

Carta

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Carta is a transfer agent for private companies that enables seed-stage to pre-IPO companies to manage equity electronically with the participation of their shareholders, employees, auditors, and legal counsel. It digitizes paper stock certificates along with stock options, warrants, and derivatives to create a real-time image of who owns what at a startup.

Carta receives funding from a group of investors, including Draper VC, Expansion VC, k9 Ventures, Elefund, Subtraction Capital, Scott Banister, XG Ventures, Kima Ventures, Andy Palmer, and Structure Capital. It was founded by Manu Kumar and Henry Ward in 2012 as eShares, Carta is based in Mountain View, California..

Juniper Square

Juniper Square

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Juniper Square operates an online based platform for private equity firms to find, raise, and manage capital. It provides an easy-to-use software that streamlines fundraising, investment administration, and investor reporting.

With Juniper Square, clients will improve investor satisfaction, boost fundraising productivity, and save time and money on investment operations. Adam Ginsburg, Alex Robinson, and Yonas Fisseha founded it in 2014, with its headquarters in San Francisco in California..

Lending Club

Lending Club

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Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors so that both can benefit financially. They replace the high cost and complexity of bank lending with a faster, smarter way to borrow and invest.

Founded in 2007, the company is headquartered in San Francisco, California, United States.. .

Brex

Brex

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Brex is reimagining financial systems so every growing company can realize their full potential. With the financial OS, new customers can get up and running in minutes with corporate credit cards and cash management in a single, strategic account.

Plus, companies save hours every month with built-in tools and integrations to track spend, and earn points on every card purchase. Launched in 2018, Brex has raised $315M in equity funding alongside $350M in debt financing, and is backed by the likes of Y Combinator Continuity, Kleiner Perkins, and the founders of PayPal.

Headquartered in San Francisco, Brex also has offices in Vancouver, B.C. and the Salt Lake valley.

Brex was founded by Henrique Dubugras and Pedro Franceschi, two engineers who previously founded Pagar.me, one of the largest payment processors in Brazil with over $1.5 billion in GMV.. .

Square

Square

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Square helps anyone take care of their business. Square’s complete register service is a full point of sale with tools for every part of running a business, from accepting credit cards and tracking sales and inventory to small-business financing.

Customers also use Square Cash, the easiest way to send and receive money, and Square Order, a new way to pre-order food and drinks for pickup. Founded in 2009 and headquartered in San Francisco, Square is currently available in the United States, Canada, and Japan..

Finix Payments

Finix Payments

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Finix Payments is a payment infrastructure platform that gives businesses an alternate way to own, manage, and monetize their entire payments experience without the headaches or expenses associated with building an in-house system from scratch. Payments are the lifeblood of every business, and it is critical to company revenue and customer experience that companies get the underlying technology right.

Through its Visa partnership, Finix also facilitates real-time push-to-card payments. The company was founded in 2015 and is headquartered in San Francisco, California..

Forge

Forge

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Forge (formerly Equidate) is a marketplace for private equity, giving private and institutional investors access to top pre-IPO companies.

CircleUp

CircleUp

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CircleUp is the investment platform providing capital and resources to innovative, early-stage consumer brands with a modern, scalable approach to private markets. CircleUp is comprised of internally-managed equity funds, a credit program, and an Insights & Connections team – all powered by Helio, CircleUp’s proprietary machine learning platform.

Helio collects and analyzes billions of data points to evaluates 1.3 million consumer businesses and predict future business success.. .

Figure

Figure

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Figure provides consumer financial solutions intended for home improvement, debt consolidation, and retirement planning.

Synctera

Synctera

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Synctera is a banking company that offers secure and scalable partnership banking solutions for startups and fintech. The company guides all parties from the earliest phases of engagement, through the onboarding process and beyond.

It was founded in 2020 and headquartered in San Francisco, California.. .

Prosper Marketplace

Prosper Marketplace

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Prosper is an online lending platform that connects people who want to borrow money with individuals and institutions. Its platform provides lists of loan requests with low, fixed-rate loans and no hidden fees or prepayment penalties, enabling clients to easily gain access to affordable personal loans and investors to earn solid returns via a data-driven underwriting model.

The company was founded in 2005 and is headquartered in San Francisco, California.. .

Truebill

Truebill

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Truebill enables users to manage their personal finances and improve their financial health. It is a platform that allows users to find, track, and manage their subscription services and recurring bills.

To use Truebill, users must simply connect their bank account or credit card statement and instantly see everything they’re paying for on a recurring basis. Any unwanted subscriptions can be canceled with just a few clicks.

Truebill is backed by YCombinator, Social Capital, Sherpa Capital, and Transmedia Capital. The company was founded in 2015 and is based in San Francisco, California..

Fundbox

Fundbox

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Fundbox is a B2B payment and credit network that transforms how funding flows.

Mission Lane

Mission Lane

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At Mission Lane, it’s our goal to provide access to responsible credit on transparent terms and to create paths to better financial health. Building world-class credit cards is how we’re getting there.

Mission Lane is a new company dedicated to helping everyone have access to fair and clear credit. We believe in creating a relationship where everybody wins.

Our customers do well when they succeed with our credit cards. We do well when they prosper.

It’s that simple. We’re here to provide the best-in-class service our customers deserve.

Join us, because where we’re going, we’re going together.. .

Unit

Unit

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Unit is a developer of a platform that allows third parties to integrate banking services into their businesses.

Stellar Development Foundation

Stellar Development Foundation

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Stellar is a decentralized, fast, scalable, and uniquely sustainable network for financial products and services. It is both a cross-currency transaction system and a platform for digital asset issuance, designed to connect the world’s financial infrastructure.

Dozens of financial institutions worldwide issue assets and settle payments on the Stellar network, which has grown to over 4 million accounts. The Stellar Development Foundation (SDF) is a non-profit organization that supports the development and growth of Stellar.

Founded in 2014, the Foundation maintains Stellar’s codebase, supports the technical and business communities building on the network, and serves as a voice to regulators and institutions. The Foundation seeks to create equitable access to the global financial system, using the Stellar network to unlock the world’s economic potential through blockchain technology..

Empower

Empower

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Founded by former Sequoia Capital partner and entrepreneur Warren Hogarth, Empower is building a personal financial assistant and digital bank for millennials. Today​,​ the interests of consumers and banks is fundamentally misaligned: banks earn the most when people pay maximum fees, earn little to no interest, and are locked into the highest interest rate​s​​​.

Empower has built an AI powered financial assistant that works 24/7 to help consumers improve their financial lives and is launching a new kind of bank for tech savvy young professionals that are hustling to get ahead.. .

Ethos Life

Ethos Life

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Ethos Life is an insurance company that provides modern and ethical life insurance to protect life. They’re building ground-breaking software for life insurance (a $650 billion market) and the company’s mission is to make protecting your family affordable, accessible, and instant.

It also employs a human approach in delivering its services. Ethos policies are issued and guaranteed by Legal & General America (LGA), a large U.S.

life insurance provider since 1836. They use technology to learn about what makes you unique so that they can find new and truly personal ways to cover you.

Ethos was founded in 2016, the company is headquartered in San Francisco, California, United States.. .

LendUp

LendUp

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LendUp’s mission is to provide anyone with a path to better financial health. We build technology, credit products and educational experiences for the 56% of the US population who are shut out of mainstream banking because of poor credit or volatile incomes.

All of our technology is built in-house. We currently offer several types of credit products, including loans and credit cards.

We embed education into our products, and where available, credit building opportunities, to help borrowers improve their long-term financial health and break out of vicious debt cycles. We were founded by two step-brothers, CEO Sasha Orloff and CTO Jake Rosenberg.

Sasha puts the “fin” in fintech, having worked at Citi, World Bank, and Grameen Bank. Jake puts the “tech” in fintech; he was a platform CTO at Zynga at 29 and began working at Yahoo! at age 16, as employee #80..

Digit

Digit

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Digit is a finance app that analyzes your spending habits and automatically saves the perfect amount every day. The platform automates the day-to-day work of managing money so you don’t have to think about it.

They help eliminate the stress and anxiety people feel about their finances while helping them build a proven foundation for the future they’re trying to achieve. Digit keeps your money socked away in a separate account and your savings will depend on a number of variables, including how much money you keep in your checking account and what your saving and spending pattern.

Their technology combines machine learning and behavioral psychology to provide a financial assistant you can trust to work toward your goals while you spend your time and effort on what’s most meaningful in your life. It saves the amount of money every day based on your spending and income and tells you the intelligent timeline for achieving them.

Digit was founded in 2013 and is headquartered in San Francisco, California, United States.. .

SignalFire

SignalFire

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SignalFire is a complete redesign of the modern venture firm based on six years of careful study, development, and iteration on how to best fuel today’s entrepreneur. Their distributed network approach gives access to some of the world’s best entrepreneurs, product, and engineering leaders in virtually every key discipline and industry, provided by a centralized team of world class investors and engineers trained at General Catalyst, Bessemer, KPCB, Google, and Yahoo.

They have developed a first of its kind centralized infrastructure to help with recruiting, business development, customer acquisition as well as educational and community events. They invest in leaders with an uncommon passion and perspective for leveraging data and technology solutions to upend substantial markets..

Returnly

Returnly

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Returnly partners with retailers and brands to elevate the online shopping experience and remove the product returns friction altogether. Returnly lets shoppers buy again using return credit before shipping the original items back and settles the new order in real-time, taking the product risk.

The company has developed a turn-key solution around its core post-purchase payments technology that includes returns management tools for large scale retailers as well as hosted and fully brandable end-customer touchpoints like order and returns tracking, online returns and exchanges. Returnly is headquartered in San Francisco, with offices in Chicago and Madrid..

Modern Treasury

Modern Treasury

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Modern Treasury enables its clients to marry bank statements with the company’s business logic to provide an enriched history of the company’s financial transactions. This view will empower the company’s finance teams to focus on solving the mission-critical problems of the business and not piecing together the jigsaw puzzle of bank transactions by hand.

Modern Treasury will help answer those questions faster and with more confidence.. .

Synapse

Synapse

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SynapseFI is a banking platform that enables companies to provide financial products to their customers for a fraction of the cost of traditional banks. The company provides payment, deposit, lending.

and investment products as APIs to FinTech companies who build and launch their financial innovations on top of their banking infrastructure. They help fintech companies work together to develop the technology.

Founded in 2014, SynapseFI is headquartered in San Francisco, California.. .

LifeRaft

LifeRaft

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LifeRaft is a new insurtech company that offers supplementary health insurance products for patients. The company takes on the health expense monster, relieving the financial stress for patients so they can focus on getting better, rather than how they will pay their hospital or specialists’ bill.

Its products offer affordable monthly premium options and a direct cash benefit to the policyholder upon a covered event. The LifeRaft platform is fully digital from application to policy generation to claims for a seamless purchase, enrollment, and administrative experience.

Founded in 2020 and is headquartered in San Francisco, CA, USA.. .

Boast.AI (Boast Capital)

Boast.AI (Boast Capital)

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Boast helps companies in the U.S. and Canada recover their R&D costs from the government by combining engineers and accountants with artificial intelligence.

Some of the tax programs we work with include US R&D Tax Credits, Scientific Research and Experimental Development (SR&ED), and Interactive Digital Media Tax Credits (IDMTC). Our offices are in San Francisco, Vancouver, and Calgary..

CoverHound

CoverHound

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CoverHound is a technology company offering a platform for consumers to shop for car insurance. It allows customers to personal insurance needs, compare accurate rates from top carriers, and buy the right policy at the right price.

Dedicated to giving consumers transparent access to the best car insurance rates, CoverHound provides smart recommendations and personalized quotes. With the guarantee of no spam and promise to keep all private information safe, consumers stay in control.

CoverHound graduated from AngelPad in spring 2011, and immediately secured seed funding from Blumberg Capital. CoverHound was founded in 2010 and is based in San Francisco, California..

Wefunder

Wefunder

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Wefunder is a crowd investing platform that offers capital raising services.

Jirav

Jirav

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B2B Financial Modeling, FP&A, and Predictive Analytics

SigFig

SigFig

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SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals.

Through partnerships with some of the world’s largest and most innovative financial institutions, SigFig seeks to help investors and advisors better manage their investments. Its enterprise technology accelerates time to market for its partners, while doing so in a secure, scalable, and compliant way.

Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. Founded in 2007, SigFig is backed by leading financial institutions including Eaton Vance, Comerica Bank, New York Life, Santander InnoVentures, and UBS, as well as top-tier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures.

The company is headquartered in San Francisco, California. Learn more at www.sigfig.com..

All Raise

All Raise

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All Raise is on a mission to accelerate the success of female founders and funders to build a more prosperous, equitable future. Born out of a grassroots movement in 2017, programs arm women with access, guidance, and support to advance their professional growth.

The company was founded in 2017 by Stacey Bishop and Sarah Tavel and is based in San Francisco, California, United States.. .

CoinList

CoinList

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CoinList provides a platform for digital asset companies to run their token sales. Its customers are at the center of the digital asset and blockchain ecosystem including Protocol Lab and Blockstack.

The company was founded in 2017 and is headquartered in San Francisco, California.. .

Noah

Noah

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Noah is a fintech company enabling homeowners to tap into the value of their homes without incurring new monthly payments or interest.

Celo

Celo

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Celo is an open platform that makes financial tools accessible to anyone with a mobile phone

Branch International

Branch International

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Branch delivers world-class financial services to the mobile generation. With offices in San Francisco, Lagos, Mexico City, Mumbai and Nairobi, Branch is a for-profit socially conscious company that uses the power of data science to reduce the cost of delivering financial services in emerging markets.

We believe that everyone, everywhere deserves fair financial access. The rapid spread of smartphones presents an opportunity for the world’s emerging middle class to access banking options and achieve financial flexibility.

Branch’s mission-driven team is led by founder and former CEO of Kiva.org. The company presents a rich opportunity for our team members to drive meaningful growth in rapidly evolving and changing markets.

Most recently, Branch announced its Series C and has garnered more than $100M in funding with investments from leading Silicon Valley firms.. .

Compound

Compound

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Compound is an open-source interest rate protocol that unlocks new financial applications for developers. Its protocol is a widely used system built on Ethereum, with thousands of users, and dozens of applications integrating Compound.

Compound offers a web interface that adjusts money market interest rates based on asset-specific supply and demand. Compound was founded on 2017 and is headquartered in San Francisco, California..

Point Card

Point Card

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Point is bringing rewards and benefits to the debit card.

Lendtable

Lendtable

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Lendtable is a financial services company that specializes in providing income-constrained individuals with wealth-building cash advances. The company also specializes in the fields of fintech, tech, investing, and wealth and it gives people cash advances to build their wealth.

It was founded in 2020 and headquartered in San Francisco, California.. .

Credible

Credible

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As a multi-lender marketplace that allows borrowers to receive competitive loan offers from its vetted lenders, Credible empowers consumers to take control of their finances. After answering a few questions about themselves, consumers can receive rates without affecting their credit score or sharing their personal information with lenders until they’re ready to proceed with an offer.

Credible is fiercely independent and committed to delivering fair and unbiased financial solutions for millennials.. .

TrustToken

TrustToken

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TrustToken is a platform to create asset-backed tokens that you can easily buy and sell around the world. For example, gold to gold tokens or dollar to dollar tokens.

The company’s first asset token is TrueUSD, a stablecoin that you can redeem 1-for-1 for US dollars. TrustToken was founded in 2017 and consists of a team from Stanford, UC Berkeley, Airbnb, Goldman Sachs, PayPal, and Google, and is backed by a16z crypto, BlockTower Capital, Danhua Capital, Founders Fund Angel, GGV Capital, Jump Capital, Stanford-StartX, and others.

For more information about TrustToken and its TrueUSD product, visit http://www.trusttoken.com.. .

Wyre

Wyre

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Wyre is a developer of a blockchain-based payment platform designed to change the future of how international payments are done. The company’s platform provides real-time payouts, same-day transfers, and direct-to-bank transfers, enabling businesses to move money across borders from country-to-country at a competitive foreign exchange rate.

Wyre’s business owners can easily create an account and send money to any person or business without worrying about high foreign exchange rates, hidden fees, complicated payout timing, and high payment fees. It also provides onramps and off-ramps, foreign exchange, and crypto liquidity to users of various crypto projects including decentralized exchanges.

Wyre was founded in 2013 and is headquartered in San Francisco, California, USA.. .

Collective

Collective

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Collective operates as an online back-office platform designed for self-employed people. Its technology and a team of trusted advisors give its members the freedom to focus on what matters by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community- all in one platform.

The company was founded in 2019 and is headquartered in San Francisco, California.. .

EIS Group

EIS Group

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EIS Group is focused on providing IT solutions that enable companies to convert their technology into strategic assets. Its solutions leverage companies existing IT infrastructure to automate and streamline operations to enable straight-through processing for Insurance, banking, communication, and public sector enterprises.

The company was founded in 1999 and headquartered in San Francisco, California.. .

Securitize

Securitize

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Securitize is modernizing capital markets by enabling digital securities, making it easier for eligible investors to own, manage, and trade digital securities within designated capital markets for equity, funds, fixed income, and real estate. Securitize is the only SEC Registered Transfer Agent integrated with multiple regulated US-based marketplaces with a working protocol and live issuers.

The company also offers KYC/AML and capital management services. Securitize, Inc.

is not a registered broker-dealer and does not make any endorsement of offerings.. .

Ripio

Ripio

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Ripio, formerly known as Bitpagos, is a financial payments company that provides electronic payment solutions for businesses in Latin America. It offers a range of financial services for the emerging markets using the blockchain technology to make a more accessible financial system.

The company helps merchants process international transactions with credit cards or bitcoins for a fraction of the cost as well as consumers buy bitcoins instantly with cash. It deals with clients in Argentina, Brazil, Chile, and Ecuador..

Tilt

Tilt

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Tilt. com is a free and simple way for individuals to collect money with a group, while enterprise tools like Tilt Pro allow businesses to host, brand, and customize their own crowdfunding experience.

We all love doing things as a group. Like most experiences, it’s not what you do – it’s the people you do it with that really matters.

So at Tilt, we’re excited to be building software that makes pooling resources with a group just a little bit easier. Since 2012, over 500,000 groups have used Tilt to turn their ideas, large and small, into reality.

Our users have done a lot to make us proud, from thousands of tailgates, fantasy football leagues, and party buses, all the way to sending the Jamaican Bobsled Team to the Sochi Olympics, fundraising the construction of an entire elementary school in India, and bringing the Foo Fighters to perform in their home town. Tilt – make something happen!.

dYdX

dYdX

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We create safe, powerful financial tools that are accessible to people around the world. Founded back in 2017 from ex-Coinbase and Uber engineer, Antonio Juliano, dYdX is the world’s leading decentralized platform for lending, borrowing and margin trading Ethereum-based assets.

Users can earn interest or take loans for a nominal fee as well as trade on margin with custom leverage. Trade your crypto, the safe and secure way, with dYdX.

Kiva

Kiva

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Based in San Francisco, Kiva is an international non-profit organization that enables families to make small loans to entrepreneurs in developing countries. It has crowdfunded over 705 million U.S.

dollars in microloans to over one million entrepreneurs in 86 countries. Founded in 2005, Kiva covers its costs primarily through optional donations as well as through support from grants and sponsors..

SharesPost

SharesPost

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SharesPost is a company that provides liquidity solutions in the private growth asset market.

RaiseMe

RaiseMe

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The college landscape today is broken for millions of students. Equal access to higher ed has become one of the greatest issues of our time.

At RaiseMe, we’re reinventing educational pathways and changing the way students access billions of dollars each year in financial aid for college. Rather than waiting until the end of high school to award financial aid, which is too late to affect students’ college ambitions or specific application decisions, RaiseMe enables students to earn “micro-Scholarships” automatically throughout high school based on their individual achievements in and outside of the classroom.

Students have already earned over $2 billion in micro-scholarships from our university partners. We’re on the look out for talented individuals to help us build a large, impactful business and a product that will change millions of lives..

TradeUp

TradeUp

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TradeUp provides alternative student financial aid while training for a new career. Instead of loans, it uses income share agreements which means pay nothing for the technical or vocational degrees until land a job.

Income Share Agreements, or ISAs, are a new form of student financing. ISAs don’t have an interest like traditional loans.

Instead, pay back an agreed-upon percentage of income for a fixed period of time. It was founded in 2019 and is headquartered in San Francisco, California..

Roger.ai

Roger.ai

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Roger.ai is a bill pay and accounts payable automation for SMBs and accountants. Roger.ai gives users the time back by getting all the boring daily financial work done via automated workflows for things like bill pay, approvals, compliance, and expenses.

Users can pay any bill or invoice in a second or less, cut time spent on managing accounts payable, paying bills, and worrying about it. It has a powerful approval flow and a full AP automation with accounting system integrations.

Roger.ai was founded on 2017 and is headquartered in Copenhagen.. .

Apto Payments

Apto Payments

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Apto Payments is a card issuance platform that helps companies issue new kinds of cards in new ways.

Enable

Enable

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So much more than rebate management, Enable is the collaboration platform for maximizing the performance of B2B deals while improving financial transparency and operational efficiency. Enable’s vision is for intelligent deals to connect every trading relationship.

We’re reshaping how B2B deals are deployed, managed and measured to help both sides of the trading relationship succeed, by driving mutually profitable growth.. .

Noblr

Noblr

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Noblr offers a new kind of car insurance helping responsible drivers safely get where they need to go. It leverages telematics data and actuarial insight to give drivers real-time rates based on their actual driving.

The company was founded in 2017 and is headquartered in San Francisco, California.. .

FutureAdvisor

FutureAdvisor

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FutureAdvisor was founded in 2010 on the premise that investing for your future does not have to be difficult or expensive. Members of the founding finance team have been actively investing and worked in finance for years, and so have always been the ones friends asked for advice.

They eventually realized that most of their friends were asking the same questions (how should I allocate my money?), making some of the same mistakes (buying high-fee funds), and that the best way for us to help everyone was implement the wisdom of index investing in software. History has shown that most professional mutual fund managers cannot match the long-term performance of index funds, much less beat them.

In addition, many funds charge high fees and generate massive turnover, such that the average fund under performs the S&P 500 Index by 3% per year. Yet less than 1/5th of investors’ portfolios are in index funds because many don’t know where to start or how to manage it over time: they’re here to help.

If you agree luminaries such as Jack Bogle, founder of Vanguard, or David Swensen, head of the Yale Endowment, that low-cost index investing is the key, then FutureAdvisor is for you.. .

Charlie Finance

Charlie Finance

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Charlie Finance is a financial services company that develops a text message application that simplifies personal finance.

Long Game

Long Game

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Long Game is the mobile personal finance app that uses games with cash prizes to help users win the savings game.

Brightside Health

Brightside Health

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Brightside Health is a mental health care company that helps employees better navigate and manage their financial well-being. The company makes it simple and affordable to get expert, personalized treatment for depression and anxiety all from the comfort of home.

Their mission is to help people lead healthy, vital, and productive lives by making it easy and affordable to get high-quality depression and anxiety care. Brightside was founded in 2017 and is headquartered in San Francisco, California, United States..

ThriveCash

ThriveCash

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Thrive, the company behind ThriveCash, is a technology company designing financial products for students and young professionals based on where they are going, not where they have been. Its founders came to the US to attend college.

They arrived with little money but a lot of promise. With a bit of luck and a lot of hard work, both graduated from Stanford, and went on to become product and engineering leaders at Twitter.

But it was not always easy, particularly without credit or full financial backing from their families. Thrive was born from their experience.

Today, Thrive invests in human potential.. .

Harvest Savings & Wealth Technologies

Harvest Savings & Wealth Technologies

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Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey.

They’re building cutting-edge tools that bring more innovation and efficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions.

The company was founded in 2014 and is headquartered in San Francisco, California, United States.. .

LOYAL3

LOYAL3

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LOYAL3 offers a social technology platform that democratizes the investing process for individual investors and brand aficionados. Using the LOYAL3 platform, people can invest in IPOs and stock with small amounts and pay no fees.

LOYAL3’s proprietary IPO platform allows companies going public to sell IPO stock to individual investors at the same price as Wall Street. LOYAL3 is democratizing the capital markets by making investing simple and fee-free for the millions that don’t currently invest..

ApplePie Capital

ApplePie Capital

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ApplePie Capital is an alternative financing software platform designed for franchise businesses. Its franchise loan marketplace enables entrepreneurs to efficiently obtain financing to start or expand their franchise business.

ApplePie Capital enables investors to earn attractive fixed-income returns with established franchise brands they know and trust. The company was founded in 2013 and headquartered in San Francisco, California..

HamsaPay

HamsaPay

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HamsaPay provides solutions for the B2B e-commerce payments market.

Chia Network

Chia Network

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Chia Network is building a blockchain based on proofs of space and time.

Omniex

Omniex

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Omniex develops software infrastructure that integrates front, middle, and back-office services to simplify access and remove fragmentation. It operates an institutional operating platform for investment managers and active traders focused on crypto-assets.

Omniex’s solutions include Portfolio Solutions and Analytics; tracks crypto-asset portfolio, valuation, orders, risk and performance, and provides real-time dashboards and unified analytics services, Connectivity and Routing; unifies trading interface, multi-venue DMA and routing services that allows fund managers and traders to refocus attention and valuable time on managing portfolios, making investing decisions, and creating profitable trading strategies, and Algorithmic Execution Services; allows traders to execute orders with minimal impact on the market. Hu Liang, John Burnett, and Kamal Mokeddem founded it in 2017, with its headquarters in San Francisco in California..

Propel(X)

Propel(X)

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Propel(x) is an angel investing platform focused on funding early-stage companies that are built around scientific discovery. The company is driven by a mission to help propel mankind by enabling investments in technologies that matter.

Propel(x) was founded in 2014 and is headquartered in San Francisco, California.. .

Runway Financial

Runway Financial

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Runway Financial predates computers and the popularization of negative numbers. The company builds a consumer-grade social product that reinvents how business financials are presented through modern design and engineering.

By bringing clarity, power, and speed to financial data, the company helps every team become more aligned on the entire business so they can collaborate to make better decisions, faster. It was headquartered in San Francisco, California..

Novi Finance

Novi Finance

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Novi is a well funded seed stage startup on a mission to help the 69% of millennials who have less than $5,000 in savings manage their money, debt and investments by putting their finances on autopilot. Our initial offering is a Smart Checking account which automatically helps you save and earn more money by routing your cash intelligently across loans, investments and retirement.

We answer what you should do with your money, why you should do it, and most importantly, we do the work for you.. .

Seed

Seed

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Seed is simply a better way to bank. As a mobile first banking service designed with the small business in mind, Seed empowers small businesses with modern, easy-to-use digital tools and customer-support resources for starting, running, and growing a business.

With Seed, business banking has never been easier.. .

Kalshi

Kalshi

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Kalshi allows people to trade on any event outcomes, from whether Brexit will happen this year to whether it will rain in NYC tomorrow. They are developing a new asset class, “event contracts,” and a soon-to-be regulated financial exchange for trading on the outcome of events.

Kalshi’s vision is to allow people to capitalize on their opinions and to trade in the domain of everyday knowledge. Kalshi is backed by top investors including Y Combinator, Neo and GFC, the same firms who invested in Stripe, Facebook and LinkedIn..

CollegeBacker

CollegeBacker

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CollegeBacker is a social investing platform that helps millennial parents conquer their financial fear of paying for college.

StratiFi

StratiFi

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StratiFi offers a client-profiling, risk analysis, and compliance software that makes monitoring, measuring, and communicating risk simple. The company believes in evaluating risks before chasing returns as a sound way to make strategic decisions with long-term finances in an uncertain world.

StratiFi is building the technology that will become the “default” standard in the industry to evaluate and quantify hidden risks in portfolios and make investing safer, more reliable, and less volatile. The company was founded in 2008 and based in San Francisco, California..

CoinRoutes

CoinRoutes

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See The Market,Trade Smarter. CoinRoutes is loaded with features, and delivers the best trading performance commercially available.

Zerion

Zerion

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Zerion is an all-in-one interface that allows technical and non-technical users to acquire, track and manage DeFi assets.

Landed

Landed

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Landed helps essential professionals buy homes and build financial security near the communities they serve.

Clerkie

Clerkie

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Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers.

Enter

Enter

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Enter gets doctors paid MORE than anyone from insurance and patients.

280 CapMarkets

280 CapMarkets

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280 CapMarkets is a fintech Platform leveraging SaaS technology to provide Access, Clarity and Confidence to the Bond Market.

ManageCasa

ManageCasa

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The leading intuitive, interactive and automated software for property managers, associations and landlords.

HTEC Group

HTEC Group

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HTEC — High Tech Engineering Center — is a center for innovation and technology development. At HTEC, award-winning creativity sits alongside deep engineering skills to re-imagine what’s possible.

Founded in September 2008 and headquartered in San Francisco, HTEC is a global company with development centers across Eastern Europe, with local offices in Minneapolis, the UK and Sweden. HTEC teams deliver engineering excellence across a full spectrum of services, from product conceptualization and design, to sophisticated engineering across domains and technologies, including big data systems, data analytics, artificial intelligence, and platforms development, to robotics, custom devices and IoT.

We’re a diverse collective of creatives, thinkers and doers, continually envisioning what’s possible to help our customers do what they imagine in new ways and with less friction involved. Every product we create and every service we provide for our customers is the result of the brilliance of our people who are encouraged to share ideas and build knowledge for the long run.

HTEC nurtures every single employee through proprietary people programs designed by employees themselves to give each individual a chance to develop its full potential and do what they like to do and what they show the most talent and affinity for. Our people work with leading companies and some of the most innovative startups on solving complex business and engineering challenges.

No matter where they work at HTEC, our people enjoy our career development, time-away and health programs. We accept challenges and take initiative to achieve continuous learning and development.

We share knowledge and experience, knowing that when we move forward, we all move forward together. At HTEC, the Art of Possible is alive..

ACME Capital

ACME Capital

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ACME Capital is a venture capital and private equity firm that invests in breakthrough technologies that fuel platform shifts and disruptive business models that capitalize on new platforms. Its purpose is to support those founders who choose to take their capital.

The firm was founded in 2018 and headquartered in San Francisco, California.. .

Plum Lending

Plum Lending

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Plum is a commercial real estate (CRE) finance company founded in 2014, to help commercial real estate owners protect and grow their wealth. We use data and technology to improve the entire lending process and experience.

We either work directly with CRE owners, or partner with their wealth managers and financial advisors, to deliver a high quality and consultative service for CRE acquisitions and refinances. Plum is headquartered in San Francisco, CA, and lends nationwide..

Merlon Intelligence

Merlon Intelligence

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Merlon Intelligence services banks, helping them cut down on risk and put a stop to money laundering.

FanVestor

FanVestor

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Data-driven investment platform, enabling fans to invest in and engage with their favorite celebrities, sport and esport organizations

Icon Savings Plan

Icon Savings Plan

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Icon. Retirement savings built for the 21st century.

It’s the first portable, universally accessible, workplace savings plan. Built for the modern workforce, our proprietary technology delivers simple, fast, radically less expensive alternative to 401k plans..

Fairmint

Fairmint

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Fairmint offers a platform for continuous securities offerings that enables private companies to go public.

Chain

Chain

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Chain built cryptographic ledger systems to make financial services smarter, more secure, and more connected.

AlphaSheets

AlphaSheets

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Intelligent interfaces to computing

Builders VC

Builders VC

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Builders VC is a venture capital firm, helping founders modernize antiquated industries.

Partender

Partender

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Partender is a SaaS platform that reduces bar inventory time from a frustrating 6-24 hours to just 15 minutes. We do this by digitizing the archaic paper-pen-clipboard process into a few taps and swipes on any Android, iOS, or web-enabled device, providing detailed cloud-based analytics on the bar’s consumption.

As a result, bar owners and managers can inventory as often as they count the cash in their registers; reducing shrinkage, optimizing orders, and driving more successful beverage programs. We have a rapidly growing revenue base fueled by tons of sales hustle and featured appearances on the television show Bar Rescue.

Bar inventory is just the starting point to a much deeper strategy.. .

MeasureOne

MeasureOne

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MeasureOne is a data and analytics firm specializing in data-driven insight for the higher education finance industry. It was founded in San Francisco with offices in Dallas, Texas, that specializes in data and analytics serving the $1.4 trillion-dollar student loan market, the second largest form of consumer credit in the U.S.

The company developed the first and only Private Student Loan Consortium, a data cooperative of the nation’s largest lenders and holders of private student loans. MeasureOne is applying data science and industry expertise in order to increase understanding of student loans and empower student loan lending, risk assessment, repayment, capital market investments and public policy development.

MeasureOne was founded by data tech innovator Dan Feshback, an accomplished entrepreneur and expert in building cooperative databases for credit-risk markets. Prior to establishing MeasureOne, he was founder and CEO for 25 years of LoanPerformance which was purchased in 2005 by First American and is now CoreLogic..

Bitwage

Bitwage

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Bitwage creates solutions for remote workers looking for work and to optimally receive their wages. It offers unique jobs, flexible distributions, reduced payroll costs, and increased fulfillment speeds.

It was founded in 2014 and is headquartered in San Francisco, California.. .

Abacus

Abacus

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Abacus streamlines customer onboarding for financial services companies.

PolyOps

PolyOps

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PolyOps renders online marketing reports, track marketing, operations and finance metrics solutions.

OTC Exchange Network

OTC Exchange Network

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OTC Exchange Network operates as a capital markets infrastructure company.

Going Merry

Going Merry

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We are a company founded by Stanford and Carnegie Mellon graduates, who all benefited from scholarships but also felt the pain of applying for them. Inspired by what the Common App® has done for college applications, we make it easier for students to find and apply for scholarships and simpler for scholarship providers to create and manage them.

We come together from different backgrounds and skill sets but share the same mission: to give every student truly equal access to life-changing education.. .

Penny

Penny

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Penny is a personal finance app that helps you track your income and spending. Penny accesses your statement history—with your permission—and uses that information to help you manage your finances.

Whenever you open the app, she’ll chat with you about your finances: letting you know how you’re doing this month, forecasting where you’ll be next month, giving you a heads up about upcoming bills, or even helping you cancel services you don’t use. Penny makes finances less intimidating and stressful.

Many apps have lots of useful features, but they’re often hard to use and time-consuming. Penny automatically organizes your finances, explains them simply and clearly, and tells you what you need to know, when you need to know it..

This article was written by David Friedmman from Welp Magazine. The editor for this article was Tess Page. If your company is featured in this article and you want to have amendments made please contact us on: [email protected].

Alternatively you may write to us at: Welp Magazine/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.

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